All posts tagged "bonds"

Jeffrey Gundlach, chief executive officer of Doubleline Capital, told Reuters on Thursday, "The last man standing was the 30-year, and it has definitively broken above a multiyear base that should over time carry us to significantly higher...

Mike Norman, of the Hard Assets Investor, interviewed David Gurwitz, the managing director of Charles Nenner Research at length in late May. Norman pointed out the terrific call Nenner’s research made on gold, calling the top at...

Consuelo Mack interviewed the manager of the Wintergreen Fund, David Winters, recently. Winters was mentored by Michael Price of the Mutual Series of funds. Winters said there has been a shift of emphasis by institutional and individual...

Jim Rogers, in an interview on CNBC earlier today, said he owns commodities along with a few stocks. He added that he’s short bonds and several emerging markets stocks. Rogers said he had some gold and silver, but that...

Vincent Fernando has published a chart explaining why bonds have outperformed stocks over the past few years. With inflation and economic growth in the doldrums bonds have attracted a sea of money as seen below. Click on...

Treasury Inflation Protected Securities (TIPS) appear to be overpriced at the moment. An arbitrary decision has been made to eliminate all TIPS positions in the SMA Portfolio. iShares Barclays TIPS Bond (TIP) was sold at the market...

Dan Sullivan, editor of The Chartist, acknowledges that investors are being barraged with bearish economic news and sentiment indicators show they’ve given up stocks for bonds, however, he still believes money market funds are still the best...

Jonathan Burton has written a piece for The Wall Street Journal preaching the virtues of simple index-focused portfolios for individual investors. The article looks at the performance of a 50/50 allocation between equities and bonds versus a...

Disclaimer: It is very difficult to outperform a buy and hold strategy. Many investors have found themselves best served over long time horizons by investing regularly in a diversified portfolio of stocks or low cost, broadly diversified indexed stock funds. Information presented is based on analysis of past data and assessments by the Tactical Timing System model. Future performance may not reflect past performance. Profitable trades are not guaranteed. No system or methodology ensures stock market profits. Although accuracy is strived for, no guarantee is made regarding the accuracy of data presented. Nothing presented here should be considered investment advice, but merely the humble opinion of the author.